Project Performance Management and Reporting Training Course

This course equips participants with the skills to measure, manage, and report project performance. It focuses on performance indicators, earned value, dashboards, status reporting, and data-driven decisions that keep projects on track.

Target Groups

• Project and programme managers
• PMO analysts and officers
• Project controllers and planners
• Monitoring and reporting officers
• Senior managers and sponsors
• Donor-funded project coordinators
• Managers and supervisors seeking to strengthen organizational practice in this field
• Consultants and professionals supporting related organizations

Course Objectives

By the end of this course, participants will be able to:

• Define project performance criteria and baselines
• Develop project KPIs and performance indicators
• Track schedule, cost, scope, and quality performance
• Apply earned value management
• Forecast project completion and costs
• Prepare clear status, progress, and executive reports
• Design project dashboards
• Run effective performance review meetings
• Use performance data to drive corrective action
• Improve reporting systems and data quality

Course Modules

Module 1: Principles of Project Performance Management

• Performance concepts
• Baselines and targets
• Performance management cycle
• Roles and accountability
• Link to strategy and benefits

Module 2: Performance Planning and Baselines

• Scope, schedule, and cost baselines
• Performance measurement plan
• Reporting requirements
• Tolerances and thresholds
• Data sources

Module 3: Key Performance Indicators

• KPI design
• Leading and lagging indicators
• Output, outcome, and benefit measures
• Targets and benchmarks
• Balanced measures

Module 4: Schedule and Cost Performance

• Progress measurement methods
• Schedule variance and trends
• Cost tracking
• Cash flow analysis
• Resource utilization

Module 5: Earned Value Management

• PV, EV, and AC concepts
• SPI and CPI
• Estimate at completion
• Trend analysis
• Interpreting EVM results

Module 6: Quality, Risk, and Benefits Performance

• Quality metrics
• Defect tracking
• Risk exposure monitoring
• Benefits tracking
• Stakeholder satisfaction

Module 7: Project Status Reporting

• Report types and audiences
• Writing concise reports
• Traffic-light reporting
• Narrative and commentary
• Reporting calendars

Module 8: Dashboards and Data Visualization

• Dashboard design principles
• Choosing charts
• Spreadsheet and BI dashboards
• Automating data feeds
• Avoiding misleading visuals

Module 9: Performance Reviews and Corrective Action

• Review meetings
• Root-cause analysis
• Recovery plans
• Escalation
• Reporting lessons learned

Module 10: Practical Exercises and Capstone Project

• Setting up a performance baseline and KPIs
• Calculating EVM metrics from sample data
• Building a project dashboard
• Writing a status report
• Presenting a performance review to a mock sponsor